From pipeline to proof, on her own.
Carly turns your CRM into a live map of which deals need proof — and gets it there before they stall.
Read → decide → deliver → report.
- 01Read the deal.
Carly connects to your pipeline and continuously reads each open opportunity — stage, stakeholders, momentum, and where the buyer's confidence is thin.
- 02Decide the proof.
She matches the deal's specific objection to the right piece of proof from Experts+ — a customer who solved exactly this, a reference, or a case study — ranked by fit.
- 03Deliver it in context.
She gets that proof to the right person at the right moment, through the channel the deal is already living in.
- 04Report and learn.
She logs what she sent, what happened, and what's next — and the outcome sharpens her next decision.
The moments proof matters most.
Carly recognizes these inflection points and acts on them — the moments a rep would catch only if they were watching every deal at once.
The whole pipeline, watched and worked.
Carly reads every open deal, decides the proof that fits, and delivers it into the conversation — with every move on the record in your CRM.
You stay in command.
Carly works within the guardrails you set — which deals she touches, what she can send, when she asks first. Everything she does is on the record in your CRM. She's a teammate with judgment, not a black box.
Carly surfaces the exact customer story each deal needs and gets it in front of the buyer before we would even think to ask. Our reply rate doubled almost overnight.
Now prospects can instantly connect with customers who’ve solved similar challenges. It’s accelerated our entire sales motion.
Reference calls that used to take a week of chasing now get matched and booked in hours, with zero effort from the rep. It has completely changed how fast our deals move.
Buyers trust peers over pitches, and Carly brings the right one to every deal at exactly the right moment. Our win rate climbed 38% in a single quarter.
Our happiest customers finally work as hard as our pipeline does. Proof goes out on every deal automatically, so no story or reference ever sits unused again.
Every renewal conversation now opens with a customer who has been exactly where this account is. That kind of proof does more for retention than any deck we ever built.
Our best customers quietly became our best pipeline source, without us ever running a formal referral program. Carly turned goodwill we already had into real, tracked demand.
Carly surfaces the exact customer story each deal needs and gets it in front of the buyer before we would even think to ask. Our reply rate doubled almost overnight.
Now prospects can instantly connect with customers who’ve solved similar challenges. It’s accelerated our entire sales motion.
Reference calls that used to take a week of chasing now get matched and booked in hours, with zero effort from the rep. It has completely changed how fast our deals move.
Buyers trust peers over pitches, and Carly brings the right one to every deal at exactly the right moment. Our win rate climbed 38% in a single quarter.
Our happiest customers finally work as hard as our pipeline does. Proof goes out on every deal automatically, so no story or reference ever sits unused again.
Every renewal conversation now opens with a customer who has been exactly where this account is. That kind of proof does more for retention than any deck we ever built.
Our best customers quietly became our best pipeline source, without us ever running a formal referral program. Carly turned goodwill we already had into real, tracked demand.